Last Update: February 26, 2019 8:16 AM
Where do I see the Setup Checklist?
In Staff, at the top of the left navigation pane, you will see a link to the Setup Checklist
If you've selected Permanently Hide the Checklist, you will no longer see this checklist
Here's the checklist:
Departments can be set up and assigned to match the structure of your company
If your company has employees in more than one office, you can create offices within the system to classify them
Paid holidays can be assigned individually to different offices, which is useful if your offices are spread across different countries or states/provinces
Make sure every user has access to the right modules by default
Create your users
Create your users individually by selecting "
Create User", or use the
Import Users feature to create multiple users at once
Review your account settings
Make sure you have the correct profile view/edit settings for your employees and managers
Once the modules are all configured and setup, send the Welcome Email to allow your users to access their account